Financial Solutions Advisor

Bank of America

. Provide comprehensive advice and customized financial solutions to clients .

Posted 11/12/2026full-timeEast Brunswick • New Jersey • United StatesJunior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing customized financial solutions and advice, with a strong focus on building financial plans using various brokerage products. Holds necessary licenses and possesses in-depth knowledge of investment products and services, while effectively managing client relationships and navigating regulatory requirements.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsGoal SettingRegulatory Due DiligenceMultitaskingTime ManagementSales ExperienceClient Engagement

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityGoal Accomplishment

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestments IndustryBrokerageMutual FundsStocksBondsAnnuitiesBanking SolutionsSales EnvironmentSAFE Act Registration

About the role

Key responsibilities & impact

Provide comprehensive advice and customized financial solutions to clients
Triage client leads and requests
Make referrals to internal business and service partners based on client needs and asset thresholds
Meet with clients to review financial and investment goals
Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
Recommend banking and investment strategies aligned with client goals and needs
Identify and engage potential new clients through referrals and financial center clientele
Coach and provide feedback to referral partners
Mitigate and control risk in daily activities
Complete required licenses and training
Work Monday through Friday with rotating Saturdays

Requirements

What you’ll need

Currently holds Series 7 and Series 66 licenses (Series 63 and 65 in lieu of Series 66)
If lacking Series 66 but holding Series 63 or 65, must obtain a passing score for the missing series within 60 days of offer
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
SAFE Act registration, background check, and ongoing good standing required
High School Diploma, GED, Secondary School, or equivalent
Strong computer skills and ability to multitask in a demanding environment
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively
Effective and confident communication skills
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Efficient time and capacity management
Thorough and thoughtful incorporation of regulatory due diligence into daily activities and long-term client strategies

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly, and/or annual incentive opportunities based on performance
Industry-leading benefits
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations